Create a retail organization

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.

    Before you begin

    Role required: sn_rtl.retail_admin

    About this task

    Procedure

    1. Navigate to All > Retail Service Management > Retail Organization.
    2. Select All Organizations.
    3. Select New.
    4. Fill in the following fields.
      Field Description
      Identification number Alphanumeric code used for identifying this retail organization.

      This field is optional.
      Name The name of this retail organization.
      Ownership The ownership type of this retail organization. Options are:
      • Company owned
      • Franchise
      Parent Organization The parent retail organization linked to this retail organization.

      Defines the hierarchy of the retail organizations that you create.
      Type The type of retail organization. Options are:
      • Business Organization
      • Business Group

      If you want to create a region or area, select Business Group. If you want to create a store, select Business Organization.
      Retail Subtype The retail subtype. Options are:
      • Store
      • Region
      • Division
      • Area
      • District
      Business Function Type of functions the business is involved with
      • Type: Glide List
      • Choice list values: Service, Sales
      • Default choice: Service
      Manager The manager associated with this retail organization.

      The user associated with this value is automatically assigned the Location Manager Contributor responsibility for this location.
      Flagship Indicates whether this retail organization is considered a flagship retail organization location.
      Street The street address at which this organization is located.
      City The city in which this organization is located.
      Country The country in which the organization is located.
      ZIP/Postal Code The ZIP/postal code associated with this organization's location.
      Phone The phone number associated with this retail organization.
      Email The email address associated with this retail organization.
      Website The website associated with this retail organization.
    5. Select Submit.